OmniStar Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
3,818
+20
| +0.5% | +$2.36K | 0.34% | 82 |
|
|
2025
Q1 | $463K | Sell |
3,798
-617
| -14% | -$75.3K | 0.37% | 80 |
|
|
2024
Q4 | $476K | Sell |
4,415
-295
| -6% | -$31.8K | 0.38% | 91 |
|
|
2024
Q3 | $543K | Sell |
4,710
-65
| -1% | -$7.5K | 0.41% | 97 |
|
|
2024
Q2 | $479K | Sell |
4,775
-245
| -5% | -$24.6K | 0.43% | 89 |
|
|
2024
Q1 | $486K | Sell |
5,020
-1,187
| -19% | -$115K | 0.44% | 89 |
|
|
2023
Q4 | $602K | Sell |
6,207
-48
| -0.8% | -$4.66K | 0.76% | 48 |
|
|
2023
Q3 | $552K | Sell |
6,255
-23
| -0.4% | -$2.03K | 0.66% | 55 |
|
|
2023
Q2 | $563K | Buy |
6,278
+63
| +1% | +$5.65K | 0.66% | 57 |
|
|
2023
Q1 | $600K | Buy |
6,215
+16
| +0.3% | +$1.54K | 0.76% | 51 |
|
|
2022
Q4 | $638K | Sell |
6,199
-101
| -2% | -$10.4K | 0.73% | 57 |
|
|
2022
Q3 | $586K | Sell |
6,300
-251
| -4% | -$23.3K | 0.7% | 53 |
|
|
2022
Q2 | $702K | Buy |
6,551
+19
| +0.3% | +$2.04K | 0.78% | 50 |
|
|
2022
Q1 | $729K | Buy |
6,532
+17
| +0.3% | +$1.9K | 0.72% | 53 |
|
|
2021
Q4 | $683K | Buy |
6,515
+973
| +18% | +$102K | 0.7% | 60 |
|
|
2021
Q3 | $540K | Buy |
+5,542
| New | +$540K | 0.64% | 61 |
|
|
2021
Q1 | – | Sell |
-3,671
| Closed | -$336K | – | 110 |
|
|
2020
Q4 | $336K | Buy |
+3,671
| New | +$336K | 0.24% | 104 |
|
|
2020
Q2 | – | Sell |
-2,832
| Closed | -$229K | – | 166 |
|
|
2020
Q1 | $229K | Buy |
+2,832
| New | +$229K | 0.23% | 94 |
|